Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA US Sustain Core 1 Por Registered Investment Company in their Schedule of Assets, totaling $300.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DELOITTE LLP DELOITTE PROFIT SHARING PLAN | NEW YORK NY | 6,744 | $9.5B | $196.5M |
| 2 | DELOITTE LLP DELOITTE 401K PLAN | NEW YORK NY | 79,673 | $11.0B | $100.3M |
| 3 | CREATIVE ARTISTS AGENCY, LLC CREATIVE ARTISTS AGENCY RETIREMENT PLAN | LOS ANGELES |
| 1,871 |
| $436.8M |
| $3.8M |
| 4 | DELOITTE LLP DELOITTE SAVINGS PLAN FOR PUERTO RICO | NEW YORK NY | 147 | $14.0M | $54K |
